Title Based Approval Templates - Intergraph Smart Materials - Version 2020 (10.0) - Administration & Configuration - Hexagon PPM

Intergraph Smart Materials Classic Administration (2020)

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English
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Intergraph Smart Materials
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Classic
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Administration & Configuration
Smart Materials/Smart Reference Data Version
2020 (10.0)

Approval templates can be defined based on user titles. The users (approvers) are determined automatically and added to the approval sequence when you select the Ready for Approval check box.

You can now define title-based approval templates on the A.20.45 Approval Templates screen.

The title-based approval template can be defined for all available approval template types.

To define a title-based approval template, select the Title Based check box.

If you define a title-based approval template, you assign only titles to the template in the second (Approval Template Details) block; you cannot enter usernames in the User field.

The title and user mappings can be done on Window 2 of the A.20.04 User Titles screen. Double-click the Title field to open A.20.04. On A.20.04, click Assign Titles to Users or the Go to next block button to open Window 2.

Select the project for which you want to define the user title mapping. You can map multiple users to the same title or multiple titles to the same user.

When you select the Ready for Approval/RfA check box for a requisition, purchase order, MRR, and so forth, the approvers are inserted into the approval sequence according to the user title mapping. This only happens if the default approval template is title-based.

The default approval template is defined with the corresponding project default.

If multiple users are assigned to a single title, the A.20.48 Assignment to Approval Sequence screen opens, displaying the titles that have multiple users assigned.

Select the Sel check box for the user you want to add to the approval sequence, and click Assign Users to Approval Seq.

If a user title mapping is missing, an error message appears.